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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,505 | $102,422-47.8% | $147,117-63.6% | $80,959-33.9% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-13.0pp | 67.7%+1.6pp |
| Annual return | 0.00% | 135.16%-135.2pp | 420.54%-420.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $943 | $3,717-74.6% | $4,932-80.9% | $2,757-65.8% |
| Participant deferral / active EE | $1,851 | $6,652-72.2% | $8,065-77.0% | $4,300-56.9% |
| Admin fee / account holder | $420 | $7,953-94.7% | $12,993-96.8% | $6,925-93.9% |